Crew Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,641
| Closed | -$927K | – | 156 |
|
|
2024
Q3 | $927K | Sell |
38,641
-7,726
| -17% | -$185K | 0.74% | 49 |
|
|
2024
Q2 | $1.11M | Sell |
46,367
-13,991
| -23% | -$336K | 0.89% | 22 |
|
|
2024
Q1 | $1.44M | Buy |
60,358
+24,941
| +70% | +$597K | 1.17% | 17 |
|
|
2023
Q4 | $845K | Buy |
35,417
+1,589
| +5% | +$37.9K | 0.86% | 30 |
|
|
2023
Q3 | $806K | Buy |
+33,828
| New | +$806K | 0.87% | 29 |
|